Alliss Educational Foundation-equity

MILWAUKEE, WI EIN: 41-6011054

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

Annual Giving

$5.9M

+1.1% YoY

Grant Count

22

+0.0% YoY

Avg Grant Size

$269K

+1.1% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.120202021202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$3M$5M$6M19 grants202019 grants202119 grants202222 grants202322 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

MINNESOTA STATE SYSTEM$1.2MUNIVERSITY OF MINNESOTA$912KUNIVERSITY OF ST THOMAS$666KST OLAF COLLEGE$352KAUGSBURG COLLEGE$262KCONCORDIA UNIVERSITY$253KMACALESTER COLLEGE$232KCARLETON COLLEGE$229KST CATHERINE UNIVERSITY$224KGUSTAVUS ADOLPHUS COLLEGE$210K

Grant Size Distribution

101 grants across all recorded years

6<$50K7$50–100K62$100–250K11$250–500K11$500K–1M4$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Alliss Educational Foundation-equity fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

US BANK NATRUSTEE$762KROBERT BRUININKSCO-TRUSTEE$9KSHARON PIERCE EVANSCO-TRUSTEE$7KJOHN R FINNEGAN JRCO-TRUSTEE$7KMELISSA LOPEZ FRANZENCO-TRUSTEE$7KGAYE ADAMS MASSEYCO-TRUSTEE$6K

From 2024 filing

NameTitleHoursCompensation
US BANK NATRUSTEE8$762,101
BECKY ROLOFFCO-TRUSTEE2
ROBERT BRUININKSCO-TRUSTEE2$8,500
SHARON PIERCE EVANSCO-TRUSTEE2$7,000
GAYE ADAMS MASSEYCO-TRUSTEE2$6,000
MELISSA LOPEZ FRANZENCO-TRUSTEE2$6,500
JOHN R FINNEGAN JRCO-TRUSTEE2$7,000

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

4states

Cities

ANN ARBORCASS LAKECHIPPEWA FALLSCOLLEGEVILLEDULUTHMAHNOMENMENIFEEMINNEAPLISMINNEAPOLISMOORHEADNORTHFIELDRED LAKESAINT PAULSAINT PETERST JOSEPHST PAULST PETERWINONA

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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